Rationale
Our Strategy
Sure Ventures PLC (the "Company") was established to enable investors to gain access to early-stage technology companies in the four exciting and expansive market verticals of artificial intelligence (AI), augmented reality and Immersive Technology (AR/VR), Cybersecurity and the Internet of Things (IoT).
The Company gains access to deal flow ordinarily reserved for venture capital funds and ultra-high net worth angel investors, establishing a diversified software-centric portfolio with a clear strategy.
Listing the fund on the London Stock Exchange offers investors:
Relative liquidity
A quoted share price
A high level of corporate governance
Our Edge
It is often too expensive, too risky and too labour-intensive for investors to build a portfolio of this nature themselves.
It is often too expensive, too risky and too labour-intensive for investors to build a portfolio of this nature themselves. We are leveraging the diverse skillsets of an experienced management team who have the industry network to gain access to quality deal flow, the expertise to complete extensive due diligence in target markets and the entrepreneurial skills to help these companies to mature successfully.
Those investing in the Company will get exposure to Sure Valley Ventures which in turn makes direct investments in the above sectors in the UK & Ireland.
Artificial Intelligence (AI)
The artificial intelligence market has reached an inflection point, with global valuations jumping from $233.46 billion in 2024 to a projected $1.77 trillion by 2032 at a remarkable 29.2% CAGR. This growth is unprecedented in venture capital history, with AI companies raising over $100 billion in 2024 alone-an 80% increase from 2023's $55.6 billion. The sector's dominance is reshaping entire investment landscapes, as AI now represents 37% of total VC funding compared to just 12% in 2019.
Enterprise adoption is driving this explosive growth, with 65% of organisations now regularly using generative AI, doubling from 33% in 2023. The emergence of agentic AI represents the next evolution beyond chatbots, enabling autonomous agents capable of complex multi-step tasks. Microsoft's enterprise agentic platform and Salesforce's Agentforce are leading this transition, while breakthrough developments in multimodal capabilities and extended context windows are expanding commercial applications.
Cybersecurity
The cybersecurity market presents a contrasting but equally compelling narrative, with global spending projected to reach $212-215 billion in 2025 representing 15.1% growth. Unlike AI's venture-driven expansion, cybersecurity growth is fundamentally regulatory-driven, with the EU AI Act implementation creating mandatory compliance deadlines throughout 2025-2027 and the UK Cybersecurity and Resilience Bill expected in 2025. Investment activity reflects this stability with $9.5 billion raised across 304 funding rounds in 2024, marking a 9% increase despite broader market uncertainties.
Zero Trust architecture adoption is accelerating rapidly, with 70% of new remote access deployments expected to use ZTNA by 2025, up from less than 10% in 2021. The convergence of AI and cybersecurity is creating new opportunities, with AI-powered security solutions expected to reach $20.15 billion by 2028 as companies achieve 98% threat detection accuracy versus 95% for traditional methods.
Immersive Technology
The AR/VR market is experiencing a strategic pivot following consumer market disappointments, with the global market valued at $59.8 billion in 2024 but projected to reach $200.9 billion by 2030 through enterprise adoption. Meta's continued dominance with 74.6% market share in headset shipments masks underlying challenges, as 2025 YTD funding collapsed 94% to just $37.8 million across five rounds compared to 2024's $654 million.
However, enterprise training applications represent the bright spot, with the training market growing at 69% CAGR toward $235.5 billion by 2032. Fortune 500 companies show 75% implementation rates for VR in operations, achieving 84% engagement rates and 67% knowledge retention improvements over traditional training methods. This enterprise focus is driving $4.1 billion in training application investments during 2024.
Internet of Things
The Internet of Things market faces a complex transition period, with enterprise spending experiencing its slowest growth rate in over a decade at 10% in 2024 according to IoT Analytics. Despite this deceleration, the fundamental drivers remain robust, with global IoT market projections ranging from $690 billion to $4.06 trillion by 2030-2032 depending on scope definitions. The enterprise segment specifically is expected to reach $690 billion by 2030, driven by 18.8 billion connected devices growing to 40 billion by decade's end.
Edge computing integration represents the sector's most promising opportunity, with the 5G edge computing market expanding from $4.74 billion in 2024 to $51.57 billion by 2030 at a 47.8% CAGR. Industrial applications are leading adoption, with manufacturing companies achieving 20-30% productivity gains through predictive maintenance powered by AI-enabled IoT sensors. BMW's factories exemplify this trend, using AI-powered sensors for 8-hour early failure prediction.
Conclusion
Shaping the Future
The convergence of AI, AR/VR, IoT, and cybersecurity represents a $1.2+ trillion investment opportunity through 2030, driven by enterprise adoption, regulatory compliance, and technology integration trends. Success requires identifying platform companies mastering multi-sector integration while leveraging geographic advantages in the UK-Ireland technology corridor. The window for foundational investments is narrowing as market leaders consolidate capabilities through strategic acquisitions, making cross-sector platform strategies essential for capturing exponential value creation in the emerging technology landscape.
Sure Valley Ventures can invest in these companies at attractive valuations of between £2 to £10m and get up to 20% of the company for initial investment amounts of between £0.75m to £1.5m.
The benefit of investing in companies in these four key sectors at a Seed stage are that:
- The investment sectors (AI, AR/VR, IoT, and Cybersecurity) have massive growth potential ahead of them which creates a tailwind behind the companies that are creating these new markets.
- These sectors are also ones that have the potential of creating the next big European Companies and build on Europe's existing technology strengths.
- These companies have the potential to get to exponential growth and of achieving an IPO or being acquired by one of the Silicon Valley giants who are all investing in these sectors.
- The Sure Valley Ventures Platform and Network can help fast-track the development of these companies across the chasm to the Series A investment round, which in turn increases the potential for an outsized return and also reduces the risk of the failure of a portfolio company.